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Money & Finance

Financial Beliefs Inventory

Uncover the inherited and absorbed money stories that quietly drive your financial decisions.

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1

What did your family teach you about money (directly or by example)?*

2

What is the most useful money belief you inherited?*

3

What is the most limiting money belief you inherited?*

4

Where did you learn that "money is…" (fill in the first word that came to mind) and from whom?*

5

Which inherited belief still shows up in your financial decisions today? Describe a recent example.*

6

Rewrite that limiting belief into one you would be proud to pass on to someone you mentor.*

Educational Guide

We inherit our money scripts from our family, culture, and early experiences. This deep-dive worksheet asks clients to trace their financial beliefs back to their origin. By realizing that 'money is scarce' or 'wealth is greedy' is an inherited story rather than an objective fact, the client can consciously choose a new narrative.

Built for the Client Experience

  • Sent via magic-link directly to client's email or SMS
  • Requires no client app installation or portal login
  • Responses stream instantly back to your coach dashboard